Memo: The Pickleball Report

Fad, phenomenon, or something else?

It isn’t physically demanding but it’s challenging, it’s social, it’s fun, it’s becoming more and more accessible, and it’s America’s latest craze. Some would say it was accelerated by a pandemic-era need to get outside, and others say that it was time for the best-kept secret in sports to earn its place in American life.

Pickleball is all about the dink, a controlled shot where the the player hits the ball into the Non-Volley Zone (or kitchen) on the opponent’s end of the court. DINK, or “dual income, no kids”, is also a key acronym for a large demographic that happens to be drawn to the burgeoning sport. They’re in their late 20s or early 30s and, “They’ve stuffed their habitat with every toy an upwardly mobile adult could want — from the latest virtual reality headset to the hottest newfangled exercise machine. Their snack cupboards are full to the brim, thanks to splurging on the latest superfoods.” Pickleball, a luxury-adjacent lifestyle sport that is going mainstream, owes some of its rise in popularity to this group. But true fans of the sport know its history.

Pickleball’s inception in 1965 was an answer to summer boredom, a remedy of an invention by three dads on Bainbridge Island near Seattle, Washington. One origin story is thanks to Joan Sutton, the wife of late state legislator Joel Pritchard.

A competitive rower, she felt the style of the game and the tools used were like a “pickle boat,” a motley crew of leftover rowers that “no one wanted on their team,” put together at random to compete in races. The sport was for leftovers. But over the decades, the game has evolved from homemade equipment and rules into a proper sport surging in popularity across North America and globally. According to DAO Insights:

Lifestyle-sharing app Xiaohongshu has seen an influx of Pickleball related posts since April, with total views for #pickleball climbing up to 2.5 million as of May 31. Sports and fashion influencers have been clambering to snap pictures at the pickleball court in carefully curated athleisure looks, pickleball racket in hand.

The pastime’s name, with its disputed origin stories, is as intriguing as its meteoric rise. However, its relevance transcends a mere fad; it is significantly impacting retail, urban development, and service-based industries like orthopedic care. This industry is set to become the biggest beneficiary of the sport’s boom in interest. Its relative ease of play attracts any and all but sometimes that may lead to a de-conditioned participant’s overzealous burst of Al Bundian athleticism. According to CBS News:

The explosive growth of the racquet sport in recent years is contributing to higher injury rates and health care costs, particularly among seniors, according to analysts at UBS. They estimate in a report that injuries related to pickleball could cost Americans between $250 million and $500 million in medical costs this year, mostly related to wrist and leg sprains and fractures.

But brand adoption of pickleball culture may be the biggest story; customer acquisition methods often reflect the popularization of new social media channels, rarely do we see a leisure activity’s growth become a strategy for brands.

When Beyond Yoga launched its Country Club collection in May, pickleball was one of the activities it used to market the collection. Teaming with Olivia Culpo (5.3 million followers on Instagram), it hosted a Beyond Yoga Country Club event, for which influencers received a branded Tangerine pickleball tote as their invitation. The totes came with Beyond Yoga pickleball outfits inside.

Understanding pickleball’s growth requires a dual perspective: its cultural and physical accessibility, coupled with the recent shifts in consumer behavior and retail landscape. By blending elements of tennis, badminton, and ping-pong, pickleball presents as a user-friendly sport that caters to a broad age range. The learning curve is less steep compared to other racquet sports, making it appealing to novices and veterans alike. The moderate intensity of the game offers a fun yet effective workout, attracting fitness enthusiasts who are veering towards experience-based physical activities. There are social groups, leagues, and country club organizations built around the sport. The one local to our Columbus, Ohio suburb has its own commissioner. Mike was not available for comment.

It’s no coincidence that the COVID pandemic has significantly accelerated the sport’s growth beyond its west coast origins. Socially starved consumers were eagerly turning towards interactive, recreational activities, and pickleball fit the bill perfectly. The Sports & Fitness Industry Association reports an astonishing 159% growth over three years, reaching 8.9 million players in 2022. This growth, combined with the permanent closure of some retail stores and temporary closures of many indoor amusements, retail locales, and social events due to the pandemic, led to a win-win situation for the pickleball industry.

Shuttered stores at local malls are now making way for pickleball courts, replacing previous tenants like Bed Bath & Beyond, Old Navy, and Saks Off 5th. Facilities like Pickleball America and the well-designed and aspirational retail project “Camp Pickle,” for example, are opening up in vacant retail spaces, offering players a new place to enjoy their sport while simultaneously revitalizing previously unused spaces. While this may appear unusual, it presents benefits for both mall owners and pickleball players. For the malls, they fill vacant spaces and draw customers beyond traditional retail, aligning with the current experiential retailing trend. For pickleball enthusiasts, these repurposed spaces provide ample room for courts, addressing a need for play areas amidst the sport’s rapid growth.

This trend is not limited to malls; homeowners, too, are repurposing their spaces. The closing of swimming pools in favor of pickleball courts symbolizes a shift in preferences for outdoor leisure and fitness activities. With home-based courts, pickleball gains further traction as a social and recreational staple for families and social gatherings.

Moreover, pickleball’s spread across different demographics, from retirees to those under 24, highlights its wide appeal. Not only is it a legitimate sport, but its inclusivity also suggests that the infrastructure developed to accommodate this growth is unlikely to slow down anytime soon.

However, there are notable downsides to the sport’s rise in interest. The rampant expansion of the sport’s infrastructure mirrors the overbuilding of shopping centers, enclosed malls, and roads at the cost of valuable green space. This infrastructure development cycle is concerning and presents a challenge to urban planning and environmental conservation. We must strive for a balance that maintains the sport’s accessibility and growth without compromising precious natural resources.

Nevertheless, pickleball is a significant catalyst for reshaping retail, urban development, and the service sector. By attracting a diverse player base and filling gaps left by struggling traditional retail, pickleball has become a unique solution to several contemporary challenges. While it’s important to recognize potential environmental impacts, the sport’s positive economic and societal implications cannot be ignored. As pickleball continues to serve up benefits for retailers, urban developers, and consumers alike, we can look forward to seeing how this fascinating trend will shape the future. Per WWD:

The market for athletic skirts and dresses increased a combined 24 percent in the past 12 months compared to the prior year, and sales have more than doubled since 2019. Sales for tennis-inspired sneakers, which have the performance-based heritage of a tennis shoe but are intended for everyday wear, increased by 9 percent in the past 12 months, compared to the previous year.

In today’s age of eCommerce and online retail, it’s interesting to observe that a sport, specifically pickleball, is helping to revive dying brick-and-mortar establishments like malls.

playcamppickle.com

Research suggests that playing pickleball provides a moderate-intensity workout, improving cardiovascular fitness and burning a significant number of calories. In addition, the sport requires agility and coordination, promoting neuromuscular development. Pickleball is not just an enjoyable pastime; it is a legitimate method of outdoor leisure and fitness, contributing positively to public health. It all seems too good to be true:

  • an answer to shuttered retail square footage
  • an opportunity for retail brands to efficiently reach customers
  • a “gateway drug” to many who may be interested in more difficult racquet sports
  • a new fitness movement, influencing more Americans to get active

Urban development often comes at the expense of natural environments, with potential negative impacts on local biodiversity and community wellbeing. However, in the case of pickleball, the transformation of already developed spaces like malls into sports facilities may help mitigate these effects, providing a model for sustainable urban development. Let’s hope that the focus remains on the latter strategy and not the former. In a small survey to my business school alumni group, I posed the question: is pickleball a fad or phenomenon? At the time of publishing: seventy-one percent replied with “fad” and 29% responded with “phenomenon.” Some unsolicited responses included:

  • “Although, pickleball is fun to play, it’s noisy and loud.”
  • “As population ages, pickleball is going to gain more adoption and is here to stay.”
  • “A fast rise is usually followed by a hard fall…”
  • “It is a sport that can be play by everybody of all ages at the same time. One neighbour told me according to him, that is the only sport that he can play with his grandkids and sons and feel that all can compete at a similar level.”

Just as the shopping mall was once a fad that changed the landscape of retail and urban development, pickleball is emerging as a new trend with significant influence over these sectors. Therefore, while it can be categorized as a fad, it is also a force for urban regeneration, community engagement, and public health improvement.

There are growing pains to address: “too much too fast” popularity, complaints and resultant city noise ordinances, and a resistance to the belief that pickleball could have staying power.

Our first two expansion team meetings were with the LeBron group and the Kevin Durant group. They’re passionate about pickleball, passionate about pickleball.

These sentences would have been hard to imagine just four years ago. As we move forward, it is critical to carefully manage the growth of pickleball, ensuring it benefits communities without compromising their environmental integrity. Furthermore, the sport serves as a reminder that even the most unexpected trends can have significant impacts on various facets of society and economy. I remain skeptical that the sport’s impact can maintain the relevance that it has earned today. But regardless, impactful things have already happened thanks to Pritchard’s 1960s gaming invention and Joan Sutton’s clever naming of her husband’s backyard game that became an international revolution – whether temporarily or not.

Por Web Smith | Editado por Hilary Milnes com arte de Alex Remy e Christina Williams

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Research: The Influence of Shared Joy on Consumption

Barbenheimer was a cultural moment and a future Harvard Business School case study.

According to AMC Theatres, more than 40,000 people purchased tickets to the “Barbie” and “Oppenheimer” films on the films’ shared opening day without any incentive by either production studio. If you had a Venn Diagram to represent the shared values of each film, the circles would not come close to intersection. One film was clever, poignant, and funny; the other was historical, damning, and extraordinarily sad. So what was the driver of such an odd cultural moment of consumption? With the help of Carl Jung and an understanding of the previous months of cultural moments, one may begin to understand how this happened and why it will happen more often.

Advertising can influence the sale, content can influence the sale, but a cultural moment?  I believe that it can shift the conversation from influence to something more persuasive than mere influence alone. Shared joy is more moving than influence and may be the greatest precursor to consumer activity. Five recent events stand up this belief.

Prime Day, Taylor Swift, Mattel’s Barbie, J. Robert Oppenheimer, and Yellowstone’s John Dutton share a place in the American psyche and one particular commonality. On any given day, we are inundated with streaming options, endless choices of what to consume against the backdrop of a uniquely American plague of loneliness. But rarely are we presented with events.

The American consumer of the 21st century is inundated with choices; it’s more rare than ever for shared joy to find its way into one’s daily agenda. An ever-expanding universe of streaming options, blogs, Youtube videos, and social media interactions have led to a veritable bombardment of potential entertainment but fewer events. Yet, amidst this avalanche of choice, what truly captures the public’s attention, and ultimately their purchasing power, are not the standalone options, but rather the shared experiences of consuming events. These include cultural phenomena such as Amazon Prime Day, Taylor Swift’s Eras Tour, The 2023 FIFA Women’s World Cup, the concurrent release of “Barbie” and “Oppenheimer” (Barbenheimer), and even the finale of the television series “Yellowstone”.

In July 2023, we gave our nine year old daughter a choice for her ninth birthday: Taylor Swift tickets for Cincinnati, Ohio or a visit to Disneyland. She chose Disneyland and saved her parents thousands of dollars (Swift resale prices at this point passed $1,800 / ticket with fees).

The Eras Tour is predicted to become the highest-grossing global tour in history, with potential earnings over $520 million. Swift’s work during the pandemic, including the release of multiple albums, energized her fanbase and led to a surge in interest in her tour. And her rerecording of her earlier albums, a move to reclaim her master recordings, widely embraced by her fans, contributed to her rising popularity and influence. She built a consensus around her music catalogue and then leveraged this shaped public opinion into a cultural moment.

Edward Bernays, often referred to as the father of public relations, emphasized in his work “Crystallizing Public Opinion” the importance of shared sentiment in shaping public opinion. These five significant media events of the first half of 2023 perfectly crystallize Bernays’ concept, demonstrating how shared joy in consumption can drive consumerism and / or public movement.

“People are rarely aware of the real reasons which motivate their actions,” Bernays once wrote in “Propaganda.”

This quote alludes to the powerful yet often unconscious impact of shared joy in consumption. People are driven to participate in events like Amazon Prime Day or to watch movies like “Barbie” and “Oppenheimer” often without realizing the powerful psychological forces at play.

Shared joy is a powerful driver of consumption, tapping into the human need for connection and communal experience. When people go to a Taylor Swift concert, tune in for a World Cup match, or anticipate the finale of a beloved TV series like “Yellowstone”, they’re not just engaging with the content; they’re becoming part of a collective moment, a shared cultural experience that transcends the individual act of consumption. This shared joy in consumption is a psychological phenomenon that creates a sense of community, validates individual tastes, and generates a feeling of participation in a broader social narrative.

Take the Barbenheimer phenomenon. Neither of these films, alone, were indifferent in their promotion of the respective projects. Christopher Nolan’s “Oppenheimer” began its brilliant marketing campaign in the summer of 2022.

A year out from release the marketing effort kicked off with the release of a poster that also confirmed the eventual in-theater date. That poster is pretty simple but effective, showing the silhouette of a man (presumably Oppenheimer) standing amid the billowing clouds of a nuclear explosion. Nolan’s name is prominently displayed at the top of the one-sheet, an indication of what Universal feels will be a big factor in attracting audiences. (Cinematic Slant)

And the marketing strategy behind Mattel’s Barbie was nothing less than extravagant.

And together, they amplified one another while highlighting the desire for more “moments” and less entertainment. Entertainment can present a communal moment but not every communal moment is entertainment, for the record. Moments like Barbenheimer present opportunities for communal participation and excitement, as consumers not only look forward to the experience but also enjoy the build-up, discussion, and sense of belonging that come with these events. This anticipation and shared excitement foster a deeper level of engagement, leading to significant boosts in consumption.

Bernays noted that people are more likely to act on their desires and impulses when they perceive that their opinions and actions are shared by a group. This principle underpins these media events. The energy and excitement generated by shared joy in consumption transform them into significant cultural moments, driving sales not just in media consumption but also in related retail areas. This is a hope that Mattel is reliant upon.

The resurgent interest in Barbie offers a boon for Mattel. As fans flock to theaters, shared nostalgia and renewed attention spur an increase in Barbie doll sales, demonstrating the power of media events to drive retail consumption. Our 15 year old didn’t drag her parents to the film, we suggested it to her. She can take credit for making us wear pink, however; arriving at the theater, we noticed that we were far from the only ones.

And consider the synergistic relationship between the Women’s World Cup and Nike’s promotion of the event. The collective excitement surrounding the tournament fuels interest in the sport, thereby boosting the demand for related merchandise. Nike, understanding this dynamic, capitalizes on the heightened attention, promoting its brand and products in conjunction with the event, further driving sales.

The Amazon Prime Day phenomenon provides another compelling example. What began as a sales event within Amazon’s platform has expanded into a broader eCommerce event, with other brands and retailer offering discounts tied to Prime Day. We discussed this in tremendous detail here. This shared anticipation and excitement around the event extend beyond Amazon, driving increased sales across the retail sector.

While the vast array of streaming options and online shopping opportunities offer myriad choices for the modern consumer, it’s clear that what truly captivates and drives consumption are shared experiences. These events offer a sense of community and shared joy that not only drives media consumption but also boosts retail sales.

From Taylor Swift’s Eras Tour to the Barbenheimer phenomenon, from the adrenaline of the Women’s World Cup to the captivating narrative of “Yellowstone,” these media events exemplify the profound impact of shared joy in consumption. By tapping into the powerful psychology of communal experience, these events become cultural touchstones that drive consumer behavior and shape public opinion, perfectly crystallizing the theories of Edward Bernays in the modern world of media and retail.

As we move forward, businesses and media entities must recognize and harness the power of these shared experiences in the post-broadcast era. The future of consumerism lies not just in the sheer quantity of options, but more importantly, in the quality of shared experiences that inspire joy and foster a sense of community.

The landscape of consumerism has evolved. The public’s affinity towards shared experiences, as evidenced by the success of Amazon Prime Day and others mentioned is a testament to the potent psychological impact of shared joy in consumption.

Bernays was the first to shed light on how collective sentiment can stimulate consumption. By creating a sense of anticipation, involvement, and community, these events foster an environment conducive to consumer spending. Indeed, these five events were not just isolated media spectacles but crucial catalysts for commercial activity, demonstrating the immense potential of shared joy in consumption. As businesses and media entities continue to innovate and adapt to consumer behavior, they must take heed of this powerful principle. The future of consumption lies not in the plethora of choices alone but, more importantly, in the collective experiences that bind us all in shared anticipation, excitement, and joy. The celebration of these shared experiences is what truly propels the engine of modern consumerism. Variety Magazine explained:

The cultural craze of “Barbenheimer,” complete with double features of the seemingly different blockbusters with matching release dates, helped to fuel the biggest collective weekend at the box office since the pandemic. More impressively, the box office powered to its fourth-biggest weekend in history with over $300 million industry wide.

Thus, to quote Jeff Goldstein, President of Domestic Distribution at Warner Bros, in reference to the success of “Barbie,” the phenomenon of shared joy in consumption can be summed up: “This historic result reflects the intense heat, interest and enthusiasm for Barbie. This doll will indeed have long long legs.” The film’s influence, reach, and impact on consumer behavior will indeed endure and continue to shape the landscape of global consumerism. And for years to come, studios will attempt to duplicate the moment shared between the father of the atom bomb and Ruth Handler’s 1959 invention for America’s little girls.

These two minds of the last American midcentury, essential in their own ways, met in 2023 to change the course of an embattled film industry (during a difficult time for its many workers). The second order effects of Greta Gerwig and Christopher Nolan’s directorial works provided the grounds to analyze how the two inventors-turned-media IP accomplished what they did – both on screen and off. “Barbie” marked the biggest opening weekend of 2023 and the biggest debut ever for a film directed by a woman. The performance of both films helped contribute to one of the top four largest box office weekends in history, earning over $300 million collectively.

The Swift lyrics almost write themselves.

Por Web Smith | Editado por Hilary Milnes com arte de Alex Remy e Christina Williams